Musings by Mazwood

MazwoodCap
Musings on business, technology and the markets... with portfolio updates, company deep dives, and more.
Created 09 Jul 2020
36
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116
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  • #14: Earnings Continued, Flow State, Coinbase, Housel & Sequoia's 2005 Investment Memo on YouTube
    12 Nov 2021 • 6 min read • 3 2
    I’ve been reading about flow. MC, of the newsletter “Flow State,” remembers Mihaly Csikszentmihalyi, “the Hungarian-American psychologist who developed the theory of psychological ‘flow.’” Csikszentmi...
  • #13: Earnings, Earnings & Earnings
    29 Oct 2021 • 5 min read • 2 0
    A lot of us are selling. Hell, I went on a huge selling spree last week. And I’m going to be selling more. But remember: You never want to be emotionally in a position where you pull the rug out from ...
  • #12: On Finding Joy in Selling Losers
    22 Oct 2021 • 8 min read • 5 5
    I want to take a moment and say a quick welcome to all our new subscribers! If you’re reading this but haven’t subscribed, please consider joining our curious and thoughtful corner of the internet her...
  • Mazwood Memo #11
    01 Oct 2021 • 5 min read • 2 4
    I went down the rabbit hole of BowTiedBull this week. For the uninitiated, BowTiedBull is a brand/publication that focuses on “Crypto, Internet Businesses and Technology Stocks.” The writers have a “b...
  • Mazwood Memo #10
    24 Sep 2021 • 4 min read
    There’s a lot going on, my portfolio is on fire (not the good kind), so let’s get into it. But, stay cool. If I can forecast anything, it is that we will have years in which we underperform and years ...
  • Mazwood Memo #9
    17 Sep 2021 • 8 min read • 3 2
    In last week’s Memo, I shared a slide from Vroom’s Investor Presentation where they show the “massive” size of the used car market. $841B! Oh my! That’s roughly the GDP of Turkey! But how in the world...
  • Mazwood Memo #8
    10 Sep 2021 • 5 min read • 1 0
    On this day 24 years ago, I received two gifts. Microsoft: And Nike: As you can see, both positions have done okay. Holding for a very long time is a particularly interesting activity. Nike dropped as...
  • Mazwood Memo #7
    03 Sep 2021 • 8 min read • 5 6
    I’ve been thinking a lot about portfolio management. MazwoodCap @MazwoodCap Who on fintwit do you admire as a 𝘱𝘰𝘳𝘵𝘧𝘰𝘭𝘪𝘰 𝘮𝘢𝘯𝘢𝘨𝘦𝘳? Why? August 24th 20214 Retweets52 Likes In 2019, the go...
  • Company Deep Dive: DigitalOcean
    27 Aug 2021 • 9 min read • 10 2
    No Memo this week! Instead, I’m excited to present my first Deep Dive of the summer. My last one, published in May, was on Dutch payments company, Adyen. Check it out here! This week, we’ve got cloud ...
  • Mazwood Memo #6
    20 Aug 2021 • 7 min read • 5 6
    Let’s talk about dunking and kindness. Not that kind. The Chris Bloomstran kind. I’m not going to lie, I kind of enjoyed when Chris took down Chamath in May. Christopher Bloomstran @ChrisBloomstran I ...
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